Contact
The Contact tab captures the primary contact information for the company, including address, phone, email, and website details. This information is essential for maintaining accurate and up-to-date contact records.
Fields
| Field Name | Description | Field Type |
|---|---|---|
| Company Name | The name of the company | Text |
| Company Type | Categrization of the company record. | Dropdown (Not for Profit, For Profit, Worksite) |
| Account Manager | An employee that manages this company relationship. We do not use this today, but could be useful moving forward. | Link to Employee Record |
| Address Type | Type of address | Dropdown |
| Line 1 | Address line 1 | Text |
| Line 2 | Address line 2 | Text |
| Line 3 | Address line 3 | Text |
| City | City | Text |
| State/Province | State or Province | Text |
| Postal Code | Postal code | Text |
| County | County | Text |
| Country | Country | Text |
| Geo Cod. (Long) | Geographic Longitude coordinate | Number |
| Geo Cod. (Lat) | Geographic Latitude coordinate | Number |
| Federal District Coding | Federal district coding information | Text |
| Address Source | Source of the address information | Dropdown |
| Pref. Mail Addr. | Preferred mailing address | Dropdown |
| Pref. Phone | Preferred phone number | Dropdown |
| Main Phone | Main phone number | Phone |
| Main Email | Main email address | |
| Website | Company website | URL |
| Billing Contact | Main billing contact | Reference to Contact Record |
Required Fields
Other than worksites, we don't show the company address on the front-facing website. Those required fields (worksites) are found here.
On the backend, the only required field is really Company Name, but Company Type must also be populated - it has a default of "Not for Profit" in Aptify. So is often ignored.
Unused Fields
These fields appear in Aptify, but AANP does not utilize them.
| Field Name | Description | Field Type |
|---|---|---|
| Pref. Bill Addr. | Preferred billing address | Dropdown |
| Pref. Ship Addr. | Preferred shipping address | Dropdown |
| Pref. Communication | Preferred method of communication | Dropdown |
Notes
Several departments would like to extend information based on the Geo Coding to provide additional datapoints. We discussed the possibility of adding a Geo Coding API to the system to provide additional information based on the coordinates. Additional datapoints could include: Congressional Distrcits, County, Regions, etc. This would only apply to valid U.S. addresses.
Screenshots
Contact Tab Screenshot